Phundex

We recently worked with a wealth management client who wanted to make their client onboarding process more efficient and to locate all documents centrally, ...

In a prior article, we discussed the general onboarding steps that wealth managers typically use with new clients.  We created a new Phundex Pathway to hel...

Every successful audit is based on sound planning and an atmosphere of constructive involvement and communication between the client and the audit team. ...

Phundex is pleased to announce its fifth release for 2023, delivering functionality requested by clients earlier this year. Heather-Anne Hubbell, CEO of Phu...

Safeguarding Sensitive Information: The Essence of Data Protection Agreements Data security and confidentiality have become paramount in today's dig...

As many of you will know, we adopted oneNDA early on, as we saw the benefits of a standardized document.  We created a oneNDA Pathway in Phundex and have se...

Internal Audit has undergone several evolutions in recent years. Many companies have tended to see it as both a risk and a business consulting function. ...

At Phundex we do releases quite regularly, and we provide release notes, letting you know what's new, what has changed, and where any issues have been r...

Building an Effective Innovation Management System: A Strategic Guide In today's fast-paced business landscape, innovation isn't just an option; it...

Our colleague at IoD Jersey, Ian Webb, recently contributed an article on navigating the opportunities of digital transformation in the local Business Brief...